Time For A Life Check-up

[Pages:1]Time For A Life Check-Up

Life can change in an instant, so it's important to keep reviewing your plans and priorities. Make sure your family has the financial protection they need right now.

Let's Get Started

When did you last look at your coverage? If you've already got insurance, great, but how long ago were your policies purchased? A change in your life could mean it's time to update your life insurance. You may need more coverage, less coverage, or even a different type of insurance.

Schedule a comprehensive life check-up The checklist below includes examples of life changes that can affect the type and amount of life insurance you need. Even if you haven't experienced any major changes in your life, it's a good idea to schedule regular policy reviews to make sure your coverage still meets your needs.

Fill out the checklist A licensed agent can help you identify next steps based on your results. Get started below.

Became married or divorced Changed jobs or lost your job Purchased a home Welcomed a new member to the family Started a new business Began caring for an elderly family member, an adult child or a person with special needs Started saving for education Have left or re-entered the workforce Considered retirement or became retired Been in an accident or became disabled Became widowed Received an inheritance or unexpected windfall Became a grandparent Became an empty nester

Check any of these situations that apply to you:

I want to increase/decrease my insurance coverage I want to review and/or change my beneficiaries I'm looking for ideas for an additional investment I'd like to change my retirement plan contributions I want to know about transferring assets I need help with my investments It's time to start an education savings plan I'd like to review/create an estate plan I want to set up a trust

What are you interested in learning more about?

Life insurance Long-term care insurance Disability income insurance Investing Retirement planning Estate planning Trusts Business continuation or business planning

Let's talk. Give me a call today

Legal & General America life insurance products are underwritten and issued by Banner Life Insurance Company, Urbana, MD and William Penn Life Insurance Company of New York, Valley Stream, NY. Banner products are distributed in 49 states and in DC. William Penn products are currently available exclusively in New York; Banner does not solicit business there. The Legal & General America companies are part of the worldwide Legal & General Group. LAA2286 20-205

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